Relationship Manager

Role & Responsibilities

* Being the face of Anytime Invest in front of clients by living and embodying the company's core values of client centricity and

empathy.

* Would be responsible for Relationship Building & Management with the customer for Sales & Services of Financial Products of

Anytime Invest. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management, etc.]

* Manage customers in the branch or through client visits & provide Financial / Investment Advisory.

* Develop new relations through referencing & other sources.

* Generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations

of the organization.

* Having fantastic, value creating & memorable conversations with clients every single day!

* Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and

monitoring those solutions.

* Managing investment portfolios and making people ready to meet their financial goals by following the financial planning

process.

* Identify & recruit right quality partners to build a strong partner base.

* Ensure that the selling through team of partners is aligned to all business quality metrics.

* Be the first point of contact for the customer to authenticate to concerns raised and validate with authorities.

Desired Candidate Profile

* Pursuing Master's Degree or Bachelor's Degree.

* Clear Interest in Financial Planning/ Investment Advisory as a career path.

* Manage customer meetings and sales process.

* Conducting market research for generating business thereby adding for revenue generation.

* Ensuring customer satisfaction.

* Excellent communication skills,ability to articulate throughts and have meaningful conversations with people.

* Above average grasp over both English & Hindi.

* Desire to learn about how Financial Instruments can be ethically used to create long term value for investors .

* Ability to multi task, be highly organized and follow organizational processes in a disciplined way.

Preferred Work Experience

* 0-3 years We are different in the way we work; so, we prefer clean slates!

* We actively defy a lot of preconceived notions that people have about the financial services industry- that it is meant to be

target centric, revenue driven, and the like. As an Business Development Manager at Anytime Invest.

Perks and Benefits

Salary + Lucrative Incentive